Is It Time to Bring Your QROPS Back to the UK?
For many years, Qualifying Overseas Pension Schemes (QROPS) played a central role in cross-border retirement planning. They were created to help UK nationals who moved abroad take their pensions with them and, in certain circumstances, offered advantages that UK pensions did not. But much has changed since QROPS were first introduced in 2006. Over the […]
Forgotten Pensions: Why Expats Shouldn’t Overlook Them
For many British expatriates, pensions represent one of the largest parts of their wealth. Yet thousands of expats unknowingly leave retirement savings scattered across multiple schemes — some forgotten, some underperforming, others eroded by unnecessary fees. Since the UK’s auto-enrolment rules were introduced in 2012, millions of workers have been automatically enrolled in workplace pensions. […]
Will Your Finances Support the Retirement You Want? Ask These 5 Key Questions
As life expectancy continues to rise, retirement planning is no longer just about reaching a specific age—it’s about ensuring your wealth can sustain the lifestyle you want, for as long as you need it. Whether you’ve already retired or are approaching retirement abroad, careful planning around pensions, savings, investments and taxation can help protect your […]
Why Portugal Appeals to High-Net-Worth Individuals in 2025
Recent tax reforms in the UK – including the planned abolition of the non-dom regime and a move toward residence-based inheritance tax – are prompting many high-net-worth individuals (HNWIs) to reassess their residency, tax planning, and succession strategies. With similar shifts under way in other traditional wealth centres, HNWIs are increasingly seeking stable jurisdictions that […]
Golden Visas 2025: The Four European Countries Where You Can Still Get Citizenship Through Property Investment
Golden Visas 2025: The Four European Countries Where You Can Still Get Citizenship Through Property Investment In recent years, many EU countries have shut down or scaled back their Golden Visa programmes—especially those based on real estate. Portugal and Ireland have closed property routes entirely, and other nations have tightened eligibility or increased scrutiny. However, […]
The Benefits of Financial Planning as a UK Expat
Why a strategic financial plan is essential for British nationals living abroad For British nationals who have chosen to live, work, or retire overseas, the expat lifestyle offers many opportunities—warmer climates, cultural enrichment, tax advantages, and improved quality of life. However, these benefits can quickly be undermined without careful and informed financial planning. Whether you’re […]
Retirement Planning for Expats in Spain
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Portugal’s New Citizenship Rules: What They Mean for Your Financial and Immigration Planning
Portugal has long been a favoured destination for internationally mobile individuals seeking a high quality of life, EU access, and favourable residency or citizenship routes. However, from 19 June 2025, the Portuguese government has implemented radical changes to its immigration and citizenship laws, marking a significant shift that will impact investors, retirees, and families planning […]